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The document is a client intake form for the U.S. Small Business Administration's REI WBC program, designed to collect personal and business information from clients seeking assistance with various aspects of starting and managing a small business. It includes sections for general information, specific services requested, demographic data, employment status, and business details.

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Versions	Form popularity	Fillable & printable
2018	4.7 Satisfied (55 Votes)

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What is a 641 form?

SBA Form 641 is used to collect information from the Agencys resource partners, including: Small Business Development Centers, SCORE, and Womens Business Centers that provide training and counseling to existing or potential small business owners through SBA funded grants, or cooperative agreements.

What is the purpose of an intake form?

Client intake forms are preliminary paperwork potential customers fill out to determine their fit for your services. These forms ask for information about the person or their business. If their answers line up with the services you provide, you can begin onboarding.